Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SQUAX (SM&R Equity Income A) | NA | 9.58% | -13.67% | -9.00% | NA | NA | NA | … | … |
Data as of 08/16/2010, Common starting date is 06/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQUAX (SM&R Equity Income A) | 06/18/2001 | 08/16/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.58 | -13.67 | -9.00 | NA | NA | NA | … | … | -2.55 | 15.86 | -39.96 | -7.91 | 7.74 | -7.50 | 5.66 | 23.13 | -17.14 | -8.69 |
| Sharpe Ratio | NA | 0.40 | -0.45 | -0.41 | NA | NA | NA | … | … | -0.24 | 0.55 | -0.98 | -0.65 | 0.41 | -0.74 | 0.45 | 1.49 | -0.84 | -1.15 |
| Standard Deviation(%) | NA | 17.54 | 31.71 | 26.29 | NA | NA | NA | … | … | 17.65 | 28.64 | 41.63 | 16.80 | 10.80 | 13.03 | 10.51 | 15.04 | 21.62 | 15.45 |
| Draw Down(%) | NA | 15.28 | 62.25 | 62.55 | NA | NA | NA | … | … | 15.28 | 29.59 | 45.33 | 13.97 | 6.86 | 10.00 | 7.15 | 12.07 | 28.34 | 18.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/16/2010, Common starting date is 06/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQUAX (SM&R Equity Income A) |
-22.78%
Feb 2006 – Feb 2009 |
-14.73%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQUAX (SM&R Equity Income A) |
10.40%
Sep 2002 – Sep 2005 |
6.80%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart